Re:Nvidia hits $3T market cap on back of AI boom
by gizajob on Wednesday June 05, 2024 @05:22PM
(#40590785)
Google Translate has been around for years, and runs on regular CPUs fine, so I personally wouldn’t classify it as current generation AI or predicated on Nvidia chips.
Definitely a killer app though. Same as Google maps is a non-AI killer app.
Re:Nvidia hits $3T market cap on back of AI boom
by aprilthird2021 on Wednesday June 05, 2024 @10:52PM
(#40592928)
Google Translate was probably the first commercial product to utilize Transformer architecture and also training it absolutely racked up a huge bill to NVidia probably even way back in the day up to now
Re:Nvidia hits $3T market cap on back of AI boom
by int_19h on Wednesday June 05, 2024 @10:58PM
(#40592964)
I'm not sure if that is what OP meant, but one thing that the current crop of top tier LLMs is extremely good at is translation. GPT-4 is good enough for Babelfish-style real time conversation on complicated topics for many languages.
I think that's the wrong question: "impact" is necessary but not sufficient for "valuation", as the latter also requires you to not have much competition driving down your margin, and there's a lot of competition in AI software.
NVIDIA, being the metaphorical shovel-seller, can probably justify current valuations from current or near-term hardware sales… but I'm not sure the people spending the money to buy NVIDIA hardware to train their own models can justify those expenses, which means I'm expecting NVIDIA's sales to collapse when the "not invented here" bubble collapses and everyone becomes willing to use an existing off-the-shelf AI.
> Is it changing your life?
Yes:
1. LLMs by being the easy first step on side-projects I'd otherwise not have time to get into
2. Google Translate in general